Real Estate
Unique Strategies Designed to Build Your Wealth

We believe that real estate is an important component of your overall wealth plan. These real assets can be accessed in a variety of ways and can provide results that have low correlation to traditional bond and stock markets. At Doffin, we help clients access real estate investments through both direct and indirect investments and strategies, such as:

Residential property

Residential property refers to property which is zoned for single-family homes, townhouses, condominiums and/or co-ops. A residential investment property is a real estate property which is not occupied by the owner that is rented out to tenants, delivering a passive income stream.

Commercial property

The term commercial property, also called investment or income property, refers to buildings or land intended to generate a profit, either from capital gain or rental income. These income-producing investments include apartment buildings, retail properties, or office buildings.

Real Estate Investment Trusts

A publicly traded Real Estate Investment Trust (REIT) is a security that sells like a stock on the major exchanges and invests in real estate directly, either through properties or mortgages. While they may fluctuate with the market or have some correlation, REITs receive special tax considerations and typically offer investors dividends or distributions, as well as a highly liquid method of investing in real estate. Types include equity, mortgage and hybrid REITs. Non-traded REITs are also another vehicle offered. These are low correlated to the market but may be illiquid or have certain minimum suitability requirements. It is important to talk to an advisor and discuss if these are appropriate for you.

1031 exchange

A 1031 exchange is a tax-deferred transaction in which one like-kind business or investment property is exchanged for another using the services of a neutral third party. If the swap is not simultaneous, the new property must be identified with 45 days of selling the old property and the transaction must be completed in 180 days or by the seller’s tax filing date, whichever comes first. The deferred capital gains tax is due when the new property is sold.

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